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Disclosery

UPWK UPWORK INC

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COM (common), issuer CIK 1627475

277 managers (281 13F filers) reported a position in UPWK shares at 2025-03-31, 117,213,480 shares in all. 71 filers opened a position and 44 filers sold out during the quarter.

Managers
277
13F filers
281
New
71
Added
78
Reduced
87
Sold out
44
Shares held by filers
117,213,480

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
KBC Group NVin group KBC Group NV6,690$87K<0.01%013F-HRTimelineGroup
AlphaQuest LLC5,495$71.7K0.01%-2,86613F-HRTimeline
Financial Management Professionals, Inc.5,464$71.3K0.01%-46713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,278$69.7K<0.01%+3,97813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC5,321$69K<0.01%-96113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,549$59.4K<0.01%-85813F-HRTimeline
AMALGAMATED BANK4,408$58K<0.01%+1513F-HRTimeline
IFP Advisors, Inc3,988$52K<0.01%+3,87713F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD3,800$49.6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.3,756$49K<0.01%-1,36813F-HRTimeline
Leonteq Securities AG2,332$30.4K<0.01%+85113F-HRTimeline
Federation des caisses Desjardins du Qu…2,157$28.1K<0.01%+10013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,113$27.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,106$27.5K<0.01%-2613F-HRTimelineGroup
NewEdge Advisors, LLC1,955$25.5K<0.01%013F-HRTimeline
COMERICA BANK1,766$23K<0.01%+1,34613F-HRTimeline
Aster Capital Management (DIFC) Ltd1,387$22.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,437$18.8K<0.01%-23913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,381$18K<0.01%new13F-HRTimeline
PEAK6 LLCin group PEAK6 LLC1,355$17.7K<0.01%new13F-HRTimelineGroup
Quarry LP1,299$17K<0.01%-3,92913F-HRTimeline
Bell Investment Advisors, Inc1,283$16.7K<0.01%+3213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,255$16.4K<0.01%-25013F-HRTimeline
SVB WEALTH LLC1,239$16.2K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…975$12.7K<0.01%-91513F-HRTimelineGroup
Farther Finance Advisors, LLC941$12.3K<0.01%+42213F-HRTimeline
Cape Investment Advisory, Inc.800$10.4K<0.01%+50013F-HRTimeline
Versant Capital Management, Inc787$10.3K<0.01%+8713F-HRTimeline
First Horizon Advisors, Inc.781$10.2K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC758$9.89K<0.01%-42213F-HRTimeline
NewSquare Capital LLC705$9.2K<0.01%013F-HRTimeline
Promethos Capital, LLC600$7.83K<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT500$6.53K<0.01%013F-HRTimeline
LRI Investments, LLC490$6.39K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC454$5.92K<0.01%new13F-HRTimeline
MAI Capital Management337$4.4K<0.01%013F-HRTimeline
GAMMA Investing LLC312$4.07K<0.01%+713F-HR/ATimeline
Steward Partners Investment Advisory, L…295$3.85K<0.01%013F-HRTimeline
Brooklyn Investment Group285$3.72K<0.01%+413F-HRTimeline
SUMMIT SECURITIES GROUP LLC274$3.58K<0.01%new13F-HRTimeline
Caitong International Asset Management …259$3.38K<0.01%-83613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK200$2.61K<0.01%new13F-HRTimelineGroup
Lindbrook Capital, LLC186$2.43K<0.01%+10413F-HRTimeline
ROTHSCHILD INVESTMENT LLC180$2.35K<0.01%+5013F-HRTimeline
MassMutual Private Wealth & Trust, FSB165$2.15K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.163$2.13K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC158$2.06K<0.01%+8113F-HRTimeline
Private Wealth Management Group, LLC158$2.06K<0.01%013F-HRTimeline
Covestor Ltd139$2K<0.01%-15413F-HRTimeline
Sound Income Strategies, LLC140$1.83K<0.01%013F-HRTimeline
Allworth Financial LP132$1.79K<0.01%+4813F-HRTimeline
Sterling Capital Management LLC127$1.66K<0.01%013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding114$1.49K-90,351Timeline
EASTERN BANK100$1.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC99$1.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC71$926<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/64$835<0.01%+3813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.70$826<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust60$783<0.01%new13F-HRTimeline
Continuum Advisory, LLC59$770<0.01%new13F-HRTimeline
Arax Advisory Partners57$744<0.01%new13F-HRTimeline
Park Square Financial Group, LLC53$692<0.01%013F-HRTimeline
AFFINITY WEALTH LLC50$652<0.01%new13F-HRTimeline
Park Place Capital Corp44$574<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC43$561<0.01%+413F-HRTimeline
Stephens Consulting, LLC30$392<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28$365<0.01%-2613F-HRTimelineGroup
Accredited Wealth Management, LLC25$327<0.01%013F-HRTimeline
Larson Financial Group LLC24$313<0.01%new13F-HRTimeline
WASHINGTON TRUST Co20$261<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18$235<0.01%+1513F-HRTimelineGroup
Asset Dedication, LLC17$222<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC16$211<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1$13<0.01%-1213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-32113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC0$00%-11013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.